Projects

Use a Project for work that ends when an outcome ships. Put ongoing work in a Program.

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Set the Project properties

A Project can contain milestones, Tasks, resources, updates, and threaded discussion.

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Plan at the level you know

Choose a precise day when the date is firm. Choose a month, quarter, half-year, or year when that is all you know. Docket uses the workspace’s fiscal year for broad quarters, half-years, and years. Changing the fiscal-year start under Settings → Work structure affects new broad dates. An existing broad date keeps the fiscal calendar that was in effect when someone selected it.

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Use milestones for checkpoints

Add a Milestone when people need to plan around a checkpoint inside the Project. A Milestone has a date and belongs to one Project. It is not a substitute for the Project’s target. See Cycles and Milestones for the difference between a workspace planning period and a Project checkpoint.

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Link dependencies

Make one Project depend on another when the first cannot finish before the second. Use the Project dependency view to inspect and edit those links. Docket rejects loops.

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Connect the Project to larger work

Put the Project in one Program when it belongs to an ongoing area. Link it to one or more Initiatives to show why the outcome matters. The Program contains the Project. Initiatives do not.

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Start from a template

Save a template when Projects begin with the same structure. Create the next Project with Start from template, then change the copied details for the new work. Manage templates under Settings → Templates.

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Publish a brief

An admin can publish a read-only Project brief for people who do not have a Docket account. Manage the public address and publishing controls under Settings → Publishing.